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OneDigital Investment Advisors LLC: AGGM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneDigital Investment Advisors LLC on AGGM, newest first. How the timeline and the estimate are built.

OneDigital Investment Advisors LLC held 95,301 AGGM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,301 shares
    Change vs previous 13F -11,276 shares

    0.08% of the 13F portfolio, value $9,894,817.

    13F-HR 0001690370-26-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 106,577 shares
    Change vs previous 13F +2,059 shares

    0.11% of the 13F portfolio, value $11,102,126.

    13F-HR 0001690370-26-000004 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 104,518 shares
    Change vs previous 13F -1,921 shares

    0.11% of the 13F portfolio, value $10,943,035.

    13F-HR 0001690370-26-000003 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 106,439 shares
    Change vs previous 13F -5,066 shares

    0.12% of the 13F portfolio, value $11,213,934.

    13F-HR 0001690370-25-000007 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 111,505 shares
    Change vs previous 13F -13,708 shares

    0.13% of the 13F portfolio, value $11,646,251.

    13F-HR 0001690370-25-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 125,213 shares
    Change vs previous 13F -6,399 shares

    0.15% of the 13F portfolio, value $13,039,682.

    13F-HR 0001690370-25-000004 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 131,612 shares
    Change vs previous 13F -3,039 shares

    0.16% of the 13F portfolio, value $13,453,971.

    13F-HR 0001690370-25-000001 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 134,651 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $14,386,113.

    13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).